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Pacer Swan SOS Moderate January ETF
PSMD

15 hedge funds and large institutions have $135M invested in Pacer Swan SOS Moderate January ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $128M → $135M (+$6.68M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 16 → 15 (-1)

8.5% less ownership

Funds ownership: 182.79% → 174.29% (-8.5%)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
1
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$9.88M
2
LPL Financial
LPL Financial
California
+$92.3K

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$2.03M
2
SGI
Swan Global Investments
Colorado
-$2.03M
3
OMC
Old Mission Capital
Illinois
-$1.16M
4
Wolverine Trading
Wolverine Trading
Illinois
-$531K
5
Citadel Advisors
Citadel Advisors
Florida
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$59.7M -$2.03M -70,088 -3%
SGI
2
Swan Global Investments
Colorado
$59.7M -$2.03M -70,088 -3%
KAS
3
Kestra Advisory Services
Texas
$9.95M +$9.88M +341,716 New
ACM
4
Anfield Capital Management
California
$1.64M -$32.6K -1,129 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.21M -$181K -6,267 -13%
BCG
6
Bravias Capital Group
New Jersey
$603K +$589K +20,368 New
LPL Financial
7
LPL Financial
California
$409K +$92.3K +3,193 +29%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$381K -$165K -5,712 -30%
Citadel Advisors
9
Citadel Advisors
Florida
$295K -$322K -11,150 -52%
AAS
10
Avantax Advisory Services
Texas
$242K – – –
Wolverine Trading
11
Wolverine Trading
Illinois
$240K -$531K -18,365 -69%
IFG
12
Independent Financial Group
California
$204K – – –
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$37.7K -$3.38K -117 -8%
PS
14
Principal Securities
Iowa
$23.3K – – –
DFA
15
DHJJ Financial Advisors
Illinois
$3.93K – – –
OMC
16
Old Mission Capital
Illinois
– -$1.16M -40,561 Closed
UBS Group
17
UBS Group
Switzerland
– -$42.5K -1,489 Closed
RIA
18
Realta Investment Advisors
Delaware
– -$2.87K -100 Closed

PSMD Hedge Fund Activity: Q4 2024 in Review

15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate January ETF (PSMD) for Q4 2024, worth a combined $135M — up 5.2% from $128M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PSMD and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 1 added.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $9.88M. The largest seller was Pacer Advisors, cutting an estimated $2.03M.

  • 15 institutional investors held Pacer Swan SOS Moderate January ETF (PSMD) as of Q4 2024, down from 16 in Q3 2024.
  • Funds reported $135M of Pacer Swan SOS Moderate January ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 2 funds opened new Pacer Swan SOS Moderate January ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
  • The largest Pacer Swan SOS Moderate January ETF buyer in Q4 2024 was Kestra Advisory Services, an estimated $9.88M added.
  • The largest Pacer Swan SOS Moderate January ETF seller in Q4 2024 was Pacer Advisors, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2024.